We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

357 hedge funds and large institutions have $3.17B invested in iShares MSCI ACWI ex US ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 117 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 94

3% more funds holding

Funds holding: 348 → 357 (+9)

5% more capital invested

Capital invested by funds: $3.03B → $3.17B (+$146M)

0.71% more ownership

Funds ownership: 69.94% → 70.65% (+0.71%)

23% less funds holding in top 10

Funds holding in top 10: 22 → 17 (-5)

Holders
357
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
6.25%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.3%
New
37
Increased
117
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$146M
2
Jane Street
Jane Street
New York
+$40.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.8M
4
Goldman Sachs
Goldman Sachs
New York
+$24.1M
5
Wells Fargo
Wells Fargo
California
+$21.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
2
Fidelity International
Fidelity International
Bermuda
-$17.7M
3
Northern Trust
Northern Trust
Illinois
-$5.56M
4
NFG
Northeast Financial Group
Pennsylvania
-$5.22M
5
CCC
Crescent Capital Consulting
Louisiana
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
351
GS Investments
Minnesota
$3K +$3.42K +60 New
AA
352
AlphaMark Advisors
Kentucky
$2K – – –
IFAM
353
Institutional & Family Asset Management
Colorado
$2K – – –
SIS
354
Sound Income Strategies
Florida
$1K -$11K -193 -94%
PK
355
Pflug Koory
Nebraska
$1K – – –
KFS
356
Kelly Financial Services
Massachusetts
$388 -$22.6K -396 -98%
NFG
357
Northeast Financial Group
Pennsylvania
– -$5.22M -90,743 Closed
NL
358
NEPC LLC
Massachusetts
– -$3.45M -60,000 Closed
WC
359
Wealth CMT
New Jersey
– -$2.2M -38,263 Closed
JWCA
360
J.W. Cole Advisors
Florida
– -$1.8M -31,392 Closed
COLIM
361
City of London Investment Management
United Kingdom
– -$1.32M -23,043 Closed
CIBC World Market
362
CIBC World Market
Ontario, Canada
– -$1.01M -17,626 Closed
QIM
363
Quantitative Investment Management
Virginia
– -$985K -17,142 Closed
JPG
364
Jordan Park Group
California
– -$656K -11,406 Closed
CPIG
365
Chicago Partners Investment Group
Illinois
– -$340K -6,026 Closed
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
– -$322K -5,606 Closed
Fisher Asset Management
367
Fisher Asset Management
Washington
– -$298K -5,175 Closed
SEI Investments
368
SEI Investments
Pennsylvania
– -$281K -4,886 Closed
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
– -$273K -4,761 Closed
WSC
370
Wellington Shields & Co
New York
– -$223K -3,882 Closed
SCM
371
Shelton Capital Management
Colorado
– -$208K -3,618 Closed
Kovitz Investment Group Partners
372
Kovitz Investment Group Partners
Illinois
– -$201K -3,500 Closed
SB
373
Strategic Blueprint
Georgia
– -$26K -460 Closed
WP
374
WealthShield Partners
North Carolina
– -$21K -371 Closed
GKIM
375
GW&K Investment Management
Massachusetts
– -$17K -301 Closed
12 13 14
15
16

ACWX Hedge Fund Activity: Q3 2021 in Review

357 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2021, worth a combined $3.17B — up 4.8% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ACWX positions and 22 closed out — a net gain of 15 holders — while 117 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Wellington Management Group, cutting an estimated $117M.

  • 357 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2021, up from 348 in Q2 2021.
  • Funds reported $3.17B of iShares MSCI ACWI ex US ETF stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 37 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2021 and 22 closed out, a net change of +15 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2021 was Wellington Management Group, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2021.